Device Management System [R 41]

No. SS2-IFO410-0001 (Edi. 1) Device Management System [R 41] What is InnovativeField Organizer? InnovativeField Organizer (hereinafter IFO) is a device management system for smart field devices that supports FOUNDATION fieldbus and HART Communication Protocol. Features Contributes to fast commissioning using improved methods of adjusting, checking, and testing field devices and control valves before startup/restart of plant. Once plant operation has started, IFO monitors the status of field devices 24 hours a day, 365 days a year to detect any changes in the device at the earliest stage possible. With full-time HART communication, IFO monitors the status of operating devices with outstanding communication performance. During plant operation, control valves are continuously diagnosed online. Supplies quantified indicators for control valves for condition-based maintenance. IFO can be introduced without affecting DCS software simply. The status of devices is displayed in conformity with alarm standard 107 of the European user association NAMUR (hereinafter NAMUR NE107) and with Fieldbus Foundation FF912. Advantages Supports quick and accurate plant startup by providing strong support for device checks, configuration/calibration, inspections, and loop tests before the plant starts. Once the plant has started operation, the operation status of field devices is monitored 24 hours a day, 365 days a year. By detecting field device abnormalities at an early stage, IFO brings the opportunities to prevent unscheduled plant shutdown. IFO assists plant managers to make the transition from time-based maintenance to condition-based maintenance, allowing them to create appropriate maintenance plans based on the actual degree of deterioration of control valves as indicated by CV diagnostic data. Function Overview Display of Device Status The operation status of field devices is displayed in a tree format that corresponds to the management hierarchy or system configuration of the plant equipment. This format provides operators and maintenance staff with a device management screen that can be viewed easily, offering excellent convenience and device visibility. Figure 1. Device Management Screen In the device tree, IFO displays device status with symbols that comply with NAMUR NE107 (NAMUR, 2006). When an alert status is detected for a device, a message is recorded with a time stamp of the occurrence time and is saved as alert history information Table 1. Symbols compliant with NAMUR NE107 Symbol Maintenance Required Out of Specification Check Function Failure 1

No. SS2-IFO410-0001 Adjustment and Setting Field devices made by manufacturers other than Azbil Corporation can be adjusted and set using the device type manager (DTM) or Device (DD/EDD) provided by the field device manufacturer. Azbil Corporation Support for Loop Tests Quick trial run preparations, pre-startup preparations, and loop tests are supported. Conventional, troublesome three or five point checks using simulated signal input from a handheld terminal can be automated and accompanied by operation testing and report creation. This function is available for HART devices that support HART command 40. Support for Interlock Test and Sequence Tests IFO provides a batch handling tool for outputting simulated signals. When an IFO user executes the DCS Interlock Test or Sequence Test, this tool can be used to instruct simulated signal output to many field devices in one operation. With conventional methods, many people would be required in order to input simulated signals to multiple field devices. This function is available for HART devices that support HART command 40. Figure 2. DTM for Azbil Corporation s AVP302 For field devices that support FOUNDATION fieldbus, the device description (DD) or electronic device description (EDD) provided by the manufacturer can also be used to adjust the device settings. Real-time Trends Various signals measured by HART devices can be easily monitored on the Trends tab. Real-time Trends is a function for displaying the values measured by any HART device (max. 8 values) in a time-series graph. No special settings are required, and the measured values can be displayed simply by selecting the device. Several variables can be charted in the graph for each device, and graphs can be used for many purposes, such as monitoring the actual valve travel or the device temperature, or diagnosing and monitoring impulse pipe clogging. Tag Commissioning IFO user can be easily and quickly checked whether exact field devices are connected or not. Then the report can be created. Automated report generation of device parameters Usually, after completing adjustment of field devices and before starting operation at a plant, workers must collect parameter data from all the field devices and record this master data in a register. Until now workers have had to go around to each individual device, but using IFO enables them to record the parameters of multiple devices in one batch, and it automatically creates data reports. The parameters defined by the data report output function of DTM or DD provided by device vendors are output. Diagnostics Application In addition to the internal self-diagnostics executed by field devices, sophisticated device-specific diagnostic mechanisms and management functions specially made for the devices, which cannot be realized by a DTM only, are provided as optional plugin applications for IFO. PLUG-IN Valstaff (Control Valve Diagnostic Maintenance Support Package) PLUG-IN Valstaff makes the major valve management functions of Valstaff, Azbil Corporation s control valve maintenance support system, available on IFO. In combination with Azbil s AVP Smart Valve Positioner, PLUG-IN Valstaff provides online CV diagnostics, positioner auto-setup, automated step response test, and valve signature test*. * Valve signature test can be executed combining with Smart Valve Positioner 700 series. Figure 3. Stick-Slip Diagnostics 2

Azbil Corporation System Configuration For Advanced-PS (TDCS3000) Digital field devices and IFO can be connected using HART communication. If process controller I/O modules are the base unit type, HART-compliant I/O modules (BU100H series) can be mounted on them. BU100H modules are mounted in communication slots that connect to digital field devices (HART). The modules and IFO are connected using a device communication network (Ethernet). No. SS2-IFO410-0001 IFO system configuration which is independent from DCS 1. HNU (HART Network Unit) By using a HART Network Unit (HNU), HART-compliant digital field devices can be connected to IFO regardless of the type of the DCS. The AI/AO terminals or relay terminals of the DCS are connected to the HNU with analog wiring, and an Ethernet device communication network is used to link the HNU to IFO. DCS operator station (DCS external type) LCN network NIM PM100 EIM PM-EX Device communication network DCS Controller DCS AI/AO Terminal HNU (HART Network Unit) I/O Module with HART Communication (BU100H series) 4 20 ma Figure 4. IFO Configuration for Advanced-PS/TDCS3000 For Harmonas-DEO Digital field devices can be connected to IFO using HART communication or FOUNDATION fieldbus. For HART communication, HART-compliant I/O modules (BU100H series) can be mounted on the base unit I/O modules connected to the process controllers. BU100H modules are mounted in communication slots that connect to digital (HART) field devices. The modules and IFO are connected using a device communication network (Ethernet). To use FOUNDATION fieldbus with high-speed communication, a FOUNDATION fieldbus-compatible process controller (DOFC) is used between IFO and digital (FOUNDATION fieldbus) field devices. Note To use DOFC, the version of Harmonas-DEO must be R400 or later. Device communication network (Ethernet) DOSS DOPC II DOPC III DOPC IV X-BUS DOSS I/O Module with HART Communication (BU100H series) 4 20 ma DEO control network Figure 6. IFO system configuration which is independent from DCS 2. HART modem Commercially available HART modems can be used as the communication interface between IFO and HART devices. Connect the HART modem to the COM port of IFO, and the HART modem banana plugs to the DCS s analog input and output lines. By connecting multiple HART modems to IFO, up to 4 HART devices can be connected. This portable device diagnostic tool can be used to check device operation before IFO is installed. Notes A HART modem cannot coexist with an Ethernet to a BU100H HART I/O module or HART Network Unit (HNU) in the same IFO system. This cannot coexist with other to a HART master device (HART multiplexer, HART I/O module, HART communication tool, etc.). If the destination DCS is connected to a HART master device, disable HART communication with the master device using the device management system before connecting the HART modem. To connect a HART master device if a HART modem is established, disable HART communication (periodic data collection) using IFO before connecting the HART master device. If multiple HART modems are connected to IFO, the same of interfaces (USB, RS232, etc.) as the of connected modems is needed. Figure 5. IFO Configuration for Harmonas-DEO 3

No. SS2-IFO410-0001 DCS operator station DCS Controller DCS AI/AO Terminal HART modem Figure 7. IFO system configuration via a HART modem 3. HART multiplexer Commercially available HART multiplexers can be used as the communication interface between IFO and HART devices. 4. HART-IP Controllers and PLCs compatible with HART-IP can be connected to IFO via Ethernet using their HART-IP port. DCS operator station System Specifications Table 2. Application specifications Maximum of supported devices Client/server configuration 3000 devices/system Azbil Corporation Client/server configuration not supported (to be supported in a future version) Table 3. Computer platform operating environment Operating system Memory Free space of C drive Network Windows 7 Professional SP1 64 bit Windows 10 Pro At least 4 GB RAM At least 20 GB Wired LAN Note: For a HART modem, a commercially available HART modem is needed. The computer must have an interface (USB or RS232 port) for a HART modem. Azbil Corporation has verified compatibility with the HART modems listed below. For to modems other than the following, contact the azbil Group. For AVP302/202/102 positioners which do not have a HART certification label on the main unit, please use the Bell202 modem provided by M-System Co. VIATOR USB HART Interface made by MACTek Inc. VIATOR RS232 HART Interface made by MACTek Inc. (Note that an RS232-USB converter cannot be used.) Bell202 modem (model: COP-HU) by M-System Co. Note: Azbil Corporation has already verified compatibility with the HART-IP controller below. For to models other than the following, contact the azbil Group. HIMax made by HIMA Controllers and PLCs compatible with HART-IP HART-IP(Ethernet) Note Please contact us for recommended HART multiplexers that are commercially available. Figure 8. IFO system configuration via HART-IP 4

Azbil Corporation License System InnovativeField Organizer Table 4. InnovativeField Organizer base license of device FNV-IFO4XE00 base license 16TAG entry edition FNV-IFO4XE01 base license 100TAG FNV-IFO4XE03 base license 300TAG FNV-IFO4XE05 base license 500TAG FNV-IFO4XE10 base license 1000TAG FNV-IFO4XE20 base license 2000TAG FNV-IFO4XE30 base license 3000TAG FNV-IFO4XEMS Modem license set No. SS2-IFO410-0001 Table 7. InnovativField Organizer TAG extension license After IFO is installed, this license is used to increase the of connected devices. of device extension FNV-IFO4XEP1 TAG extension license 16to100 FNV-IFO4XEP2 TAG extension license 100to300 FNV-IFO4XEP3 TAG extension license 300to500 FNV-IFO4XEP4 TAG extension license 500to1000 FNV-IFO4XEP5 TAG extension license 1000to2000 FNV-IFO4XEP6 TAG extension license 2000to3000 Table 8. InnovativField Organizer AVP limited extension license After IFO is installed, this license is used to increase the of connected AVPs. Table 5. InnovativeField Organizer AVP limited license for PLUG-IN of AVP FNV-IFO4XEV1 license AVP only 16TAG entry edition FNV-IFO4XEV2 license AVP only 25TAG FNV-IFO4XEV3 license AVP only 50TAG FNV-IFO4XEV4 license AVP only 100TAG FNV-IFO4XEV5 license AVP only 200TAG FNV-IFO4XEV6 license AVP only 300TAG FNV-IFO4XEV7 license AVP only 500TAG FNV-IFO4XEV8 license AVP only 750TAG FNV-IFO4XEV9 license AVP only 1000TAG Table 6. InnovativeField Organizer DCS license of AVP extension FNV-IFO4XEW1 for AVP limited TAG extension license 16to25 FNV-IFO4XEW2 for AVP limited TAG extension license 25to50 FNV-IFO4XEW3 for AVP limited TAG extension license 50to100 FNV-IFO4XEW4 for AVP limited TAG extension license 100to200 FNV-IFO4XEW5 for AVP limited TAG extension license 200to300 FNV-IFO4XEW6 for AVP limited TAG extension license 300to500 FNV-IFO4XEW7 for AVP limited TAG extension license 500to750 FNV-IFO4XEW8 for AVP limited TAG extension license 750to1000 DCS FNV-IFO4XE-A FNV-IFO4XE-B FNV-IFO4XE-C FNV-IFO4XE-Y DCS connect license for APS/ TDCS DCS connect license for DEO R400 or earlier DCS connect license for DEO R410 or later DCS connect license for Other DCS 5

No. SS2-IFO410-0001 PLUG-IN Valstaff Table 9. PLUG-IN Valstaff base license of device FNV-IFV4XE01 16TAG entry edition FNV-IFV4XE02 25TAG FNV-IFV4XE05 50TAG FNV-IFV4XE10 100TAG FNV-IFV4XE20 200TAG FNV-IFV4XE30 300TAG FNV-IFV4XE50 500TAG FNV-IFV4XE75 750TAG FNV-IFV4XEA0 1000TAG Table 10. PLUG-IN Valstaff DMS license DMS FNV-IFV4XE01 FNV-IFV4XE02 16TAG entry edition 25TAG Azbil Corporation External Storage Automatic backup and external storage is available for control valve diagnostic data collected by PLUG-IN Valstaff operating in IFO. For automatic back-up, the user can use the following operability-confirmed external storage media. Tanberg Data Inc. RDX QuikStor External USB Docking Station Model: 8782 Tanberg Data Inc. RDX QuikStor Cartridge (Memory: 1 TB) Model: 8586 Tanberg Data Inc. web site: http://www.tandbergdata.com/us/ Notes When using external storage for automatic back-up, keeping your PC safe is a necessity. However, please do not install anti-virus software on the PC used for IFO. Instead, do virus-checking remotely from another PC. Also, if an external storage device whose operation we have not checked is used, Azbil Corporation cannot guarantee its operation or the integrity of the data. If the lack of a guarantee is acceptable and an external storage device which we have not checked is used, please use a device that meets the following conditions at a minimum. This device does not require special software (do not install software other than Azbil products on the PC used for IFO). This device does not incorporate a security function. Table 11. PLUG-IN Valstaff TAG extension license After PLUG-IN Valstaff is installed, this license is used to increase the of connected devices. of device extension FNV-IFV4XEP1 FNV-IFV4XEP2 FNV-IFV4XEP3 FNV-IFV4XEP4 FNV-IFV4XEP5 FNV-IFV4XEP6 FNV-IFV4XEP7 FNV-IFV4XEP8 extension license 16to25 extension license 25to50 extension license 50to100 extension license 100to200 extension license 200to300 extension license 300to500 extension license 500to750 extension license 750to1000 6

Azbil Corporation About icons for safety precautions The safety precautions described in this document are indicated by the following icons. No. SS2-IFO410-0001 WARNING CAUTION Warnings are indicated when mishandling this product might result in death or serious injury. Cautions are indicated when mishandling this product might result in minor injury to the user, or only physical damage to the product. Example The indicated action is prohibited. Be sure to follow the indicated instructions. Safety precautions CAUTION Do not touch electrically charged parts such as the power supply terminals. Doing so may result in an electric shock. Back up data and check for viruses regularly. Failure to do so may result in corrupted data or program malfunction. Do not install any anti-virus software into this PC. Check for viruses remotely from another PC. When using the loop check tool, exit these other tools first. Vendor DTM Device PLUG-IN Valstaff Device Watcher The loop check tool may operate in unexpected ways. Before executing an AI check, stop programs such as control programs and interlock programs. Failure to do so may change the input value for the DCS, resulting in an unexpected operation. Before executing an AO check, stop programs such as control programs and interlock programs. Also stop programs in the case of a DCS that is not made by Azbil Corporation. Otherwise, since an input value is written to the DCS, an unexpected operation may occur. Before connecting the HART modem, inform operators in the control room that devices will be operate. Unexpected device behavior can injure workers. Before using PLUG-IN Valstaff online while devices are operating, please make sure that HART communication will not affect the host control system. 7

Valstaff is a trademark of the Azbil Corporation. FONDATION is a trademark of Fieldbus Foundation. HART is a trademark of HART Communication Foundation. Windows 7, Windows XP, Windows Vista, Windows Server 2003 and Windows Server 2008 are trademarks of Microsoft Corporation in the USA and other countries. Other product names, model nos., and company names may be trademarks of the respective company. Please, read Terms and Conditions from following URL before the order and use. http://www.azbil.com/products/factory/order.html Specifications are subject to change without notice. 1-12-2 Kawana, Fujisawa Kanagawa 251-8522 Japan URL: http://www.azbil.com/ (12) 8 1st edition: May 2016 No part of this publication may be reproduced or duplicated without the prior written permission of Azbil Corporation.